Managing: KoshaAI Marketing· Pro Plan
Compliance Center
License tracking, CE credits, fair housing, AML, and disclosure management
Action Required
- • Sarah Mitchell needs 4 more CE credits
- • Mike Torres needs 12 more CE credits
- • Lisa Chang needs 8 more CE credits
- • Lisa Chang license expires 2026-07-31
Agent Compliance Status
| Agent | License | License Expiry | CE Credits | Fair Housing | E&O Insurance | AML Trained | Overall |
|---|---|---|---|---|---|---|---|
SM Sarah Mitchell | TX-584721 | 2026-12-31 | 14/18 | Action Needed | |||
JP James Porter | TX-492038 | 2026-09-30 | 18/18 | Action Needed | |||
MT Mike Torres | TX-671829 | 2027-03-31 | 6/18 | Action Needed | |||
LC Lisa Chang | TX-380247 | 2026-07-31 (67d) | 10/18 | Action Needed |